Your Trusted Partner in Wealth
Where Excellence Meets Integrity
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2015
ESTABLISHED
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500M+
ASSETS UNDER MANAGEMENT
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>30
PARTNERS IN THE FINANCIAL INDUSTRY
OUR CLIENTS
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PERSONAL
Focused on building financial security, this category of investing supports goals like Retirement Savings, Education Funds, and the Accumulation of Wealth to be passed on to future generations.
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INSTITUTIONAL
Focused on delivering sustainable performance, institutional investing balances return objectives with fiduciary responsibilities, compliance requirements, and established risk tolerances.
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FAMILY OFFICE
Focused on intergenerational wealth, this approach employs sophisticated structures and investment strategies to safeguard assets and achieve enduring financial goals.
OUR PARTNERS
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LOCAL BANK
DBS Private Bank
Bank of Singapore (BOS)
UOB Private Bank
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FULL BANK - FOREIGN
Standard Chartered Private Bank
Maybank Private Bank
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SWISS | EUROPEAN | US
Julius Baer
LGT
Goldman Sachs
CA Indosuez
UBP
VP Bank
EFG
Swissquote
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BROKERAGE | PLATFORM
Saxo Bank
UOBKayHian
Interactive Brokers (IBKR)
KGI Asia
GTN
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FUND HOUSE | ETF
Allspring Global Investments
Goldman Sachs Asset Management (GSAM)
Capital Group
CSOP ETF Series
Global X ETFs
AVM Capital
Isola
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STRUCTURED PRODUCT
Leonteq
Nomura
Barclays
Silex
CAT Financial
Societe Generale
Goldhorse
Chartered Opus
OUR PEOPLE
At Avallis Investments, our strength has always been our people. Since 2015, we have brought together a team of seasoned professionals whose expertise spans wealth management, investment strategy and client advisory.
United by a singular purpose to place our clients’ interests at the forefront, we deliver independent and thoughtful guidance designed to endure across generations.
With diverse experience and an unwavering commitment to integrity, our people form the foundation of the enduring relationships we build with families, businesses and institutions across the region.
Get Connected
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16 Raffles Quay, #30-04
Hong Leong Building
Singapore 048581
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+65 6532 2202
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contact@avallis-inv.com